What are the 1-year returns of SBI Retirement Benefit Fund - Conservative Plan Direct-Growth?
The 1-year trailing return for SBI Retirement Benefit Fund - Conservative Plan Direct-Growth is shown in the Trailing Returns section. It is compared against the Hybrid: Conservative Hybrid category average and benchmark for context.
What are the 3-year returns of SBI Retirement Benefit Fund - Conservative Plan Direct-Growth?
The 3-year CAGR for SBI Retirement Benefit Fund - Conservative Plan Direct-Growth is in the Trailing Returns section, with benchmark and category comparisons.
What are the 5-year returns of SBI Retirement Benefit Fund - Conservative Plan Direct-Growth?
The 5-year CAGR for SBI Retirement Benefit Fund - Conservative Plan Direct-Growth is in the Trailing Returns section. 5-year CAGR is a standard metric for medium-term performance consistency.
What are the returns of SBI Retirement Benefit Fund - Conservative Plan Direct-Growth since inception?
SBI Retirement Benefit Fund - Conservative Plan Direct-Growth has delivered a CAGR of 7.73% since its launch. The fund's maximum historical drawdown has been -0.04%, indicating its worst peak-to-trough decline during this period. Since-inception returns capture performance across multiple market cycles and are most useful for evaluating long-term wealth creation.
How has SBI Retirement Benefit Fund - Conservative Plan Direct-Growth performed vs its category over the long term?
Performance vs category average across 1Y, 3Y, 5Y and 10Y periods is in the Trailing Returns section. Rolling returns show how consistently the fund beats its category over time.
What is the Sharpe ratio of SBI Retirement Benefit Fund - Conservative Plan Direct-Growth?
The Sharpe ratio of SBI Retirement Benefit Fund - Conservative Plan Direct-Growth is 0.30. Sharpe ratio measures risk-adjusted return — how much excess return the fund generates per unit of risk. A Sharpe above 1.0 is generally considered good; above 2.0 is excellent.
What is the alpha of SBI Retirement Benefit Fund - Conservative Plan Direct-Growth?
The alpha of SBI Retirement Benefit Fund - Conservative Plan Direct-Growth is shown in the Alpha, Beta & Sharpe section. Alpha = fund return − (risk-free rate + beta × market excess return). A positive alpha is the fund manager's value-add above the benchmark.
What is the beta of SBI Retirement Benefit Fund - Conservative Plan Direct-Growth?
The beta of SBI Retirement Benefit Fund - Conservative Plan Direct-Growth is in the Alpha, Beta & Sharpe section. Beta below 1.0 means lower volatility than the benchmark; above 1.0 means higher sensitivity to market moves.
What are the rolling returns of SBI Retirement Benefit Fund - Conservative Plan Direct-Growth?
Rolling returns for SBI Retirement Benefit Fund - Conservative Plan Direct-Growth across all 1Y, 3Y, 5Y investment windows are shown in the Rolling Returns section. Unlike trailing returns, rolling returns reveal how the fund has performed across all possible entry and exit dates — offering a much more complete picture of consistency.
How consistent are the period-wise returns of SBI Retirement Benefit Fund - Conservative Plan Direct-Growth?
Period-wise annual returns for SBI Retirement Benefit Fund - Conservative Plan Direct-Growth across each financial year are in the Period Returns section. This shows whether the fund has been positive in most years and how it has fared in bear markets.
